Collections and AR Specialist

Collections is the core of this job. You will own a portfolio of aging commercial accounts, find out why each one hasn't paid, and work it through to a verified resolution. You'll also answer live Finance calls and support routine AR work such as invoicing, payment application and payment plans.

We're looking for someone who takes initiative. Rather than just working through a call list, you'll dig into invoice histories, track down the right Accounts Payable contact, secure firm payment commitments, and coordinate with Sales, Customer Service and Customer Success to clear whatever is blocking payment. When a case needs escalation, you bring a recommendation with it.

• Work a daily queue of calls, emails, voicemails and payment reminders, prioritizing by balance, aging, recoverability and promised-payment dates.
• Investigate nonpayment using invoice histories, payment records, account notes and prior communication.
• Find alternate AP contacts, billing departments and decision-makers when the first contact goes quiet.
• Secure specific payment commitments (amounts and dates), follow up on missed promises, and negotiate within approval limits. You won't offer unauthorized discounts, credits, write-offs or terms.
• Handle difficult accounts, multiple disputed invoices and conflicting records, and prepare documentation for third-party collection referrals.
• Keep accurate Salesforce notes on every commitment, contact, deadline and next step.

• Answer Finance and collections calls in English or Spanish, covering balances, invoices, billing questions and payment options.
• Stay polite, patient, and professional, especially in tough conversations.
• Verify recipients and account details before sharing financial information, and follow approved payment-handling procedures.
• Return voicemails and emails on time and document every conversation.

• Own disputes, payment issues, suspensions and cancellations from investigation through verified resolution. A closed case or a sent follow-up doesn't count as resolved.
• Work with Sales, Customer Service, Customer Success and Finance to remove payment barriers.
• Escalate when needed with a recommended next step, and keep ownership until the issue is resolved or formally transferred.

• Prepare, verify and send invoices with accurate customer data and payment terms.
• Apply payments, research unapplied payments and invoice discrepancies, and assist with approved adjustments.
• Set up and maintain payment plans.
• Review daily AR, aging, payment-plan and suspended-account reports, flag exceptions and document follow-up.

• Proven commercial (B2B) collections experience, including account investigations, alternate-contact research, payment follow-up and dispute resolution. Experience collecting from US businesses is a strong plus.
• Professional spoken and written English and Spanish, which we'll assess live.
• Hands-on work with invoices, payments, balances, billing disputes and confidential customer financial information.
• Strong active listening, customer service and tactful negotiation skills.
• Resourcefulness and persistence: you look for the root cause and the right next step instead of just completing a list.
• The ability to manage competing deadlines, document accurately and follow instructions without repeated reminders.
• Ownership through to verified resolution, and good judgment about when to escalate.
• Availability during US business hours, a reliable phone and internet connection, and a quiet, professional space for live calls.

• Salesforce, Sage Intacct or Stripe
• Subscription or service-based invoicing
• Payment plans and AR reconciliation
• Third-party collections referrals

Client-specific systems and processes will be trained.